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Farmas USA

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Farmas USA
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Farmas USA
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#97274

Re: Farmas USA

DVAX

Con tu gráfico y las últimas consideraciones, creo que voy a ver si entro largo en pre sobre los 4.

Yo diría que en la cáida del precio hay parte de tomadura de pelo. El problema es la financiación.

En un artículo de SA leo esto, pero no conozco tan bien a la bicha como para juzgar demasiado.

As per the news release on the company website, the CRL mentioned the following issues:

The FDA has not yet fully completed its review of responses provided by Dynavax to its questions.
No additional clinical studies requested by the FDA.
Further safety evaluation needed in adults of age 18-70 years.
Novel adjuvants may cause rare autoimmune events.
The FDA is willing to continue discussions regarding a more restricted use of HEPLISAV-B vaccine.

Considering the limited cash reserves for the company that do not allow longer-term safety studies, one course of action for Dynavax is to approach the FDA to discuss a more restricted use of the vaccine and conduct post-approval longer-term safety studies.

At the current stock price of $4.10, Dynavax shares are trading below the value of non-operating assets (cash reserves and NOLs at probability of 60%) minus non-current liabilities (worth $6.58). Investors seem to be attributing zero probability that the HEPLISAV B vaccine will reach the market. The vaccine has not been rejected entirely by the FDA, which is willing to allow restricted use and continue discussions for even a full approval. The vaccine also has a chance of getting approved in the EU.

Other products in Dynavax's arsenal are also promising. At the current cash burn rate, the cash reserves could last another one year (even without a partner). We expect the CRL resolution earlier than the six-month window provided by management in today's conference call. We are reiterating our Buy rating on Dynavax with a revised price target of $16 for the common stock.

http://seekingalpha.com/article/4023333-dynavax-next-company

Edito: y ayer en after estuvo animada. Supongo que volverá a suceder hoy en pre.

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#97275

Re: Farmas USA

THLD

Noticia de deslisting

In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company will have 180 calendar days, or until May 10, 2017, to regain compliance with the Bid Price Rule. To regain compliance with the Bid Price Rule, the closing bid price of the Company’s common stock must be at least $1.00 per share for a minimum of 10 consecutive business days at any time during this 180-day period. If the Company regains compliance with the Bid Price Rule, Nasdaq will provide the Company with written confirmation and will close the matter.

If the Company does not regain compliance with the rule by May 10, 2017, the Company may be eligible for an additional 180 calendar day compliance period.

http://investor.thresholdpharm.com/secfiling.cfm?filingid=1144204-16-134554&CIK=1183765

Otras con amenaza de deslisting para tener en seguimiento: ETRM, CUR, OSIR (no por precio, sino por falta de presentación de informes), STEM

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#97276

Re: Farmas USA

Y UBIO/ZBIO? supongo que si no tienen unos no tendrán los otros, igual deberías pedirlo y te los abren. Para jugar intradía están bien.

#97278

Re: Farmas USA

ZGNX

Me da miedo, que ya no la sigo y no sé qué tiene o deja de tener. En cualquier caso, están saliendo nuevas coberturas de analistos, así que es posible que la lleven para arriba antes unos días.

Aegis began coverage on shares of Zogenix Inc. (NASDAQ:ZGNX) in a research note issued on Friday. The brokerage set a “buy” rating and a $28.00 price target on the stock. Aegis’ price objective would suggest a potential upside of 134.31% from the stock’s current price.

Schwab Charles Investment Management Inc. Continues to Hold Position in Zogenix Inc.

upgraded by Zacks Investment Research from a “hold” rating to a “buy” rating in a research note issued to investors on Friday. The firm presently has a $12.00 price target on the stock

on Monday, November 7th. The company reported ($0.69) EPS for the quarter, topping the Zacks’ consensus estimate of ($0.96) by $0.27. The firm earned $6.57 million during the quarter, compared to the consensus estimate of $3.10 million. Zogenix had a negative return on equity of 38.11% and a negative net margin of 229.93%. The firm’s revenue was down 28.0% on a year-over-year basis. During the same period in the prior year, the business earned ($0.65) EPS. Analysts expect that Zogenix will post ($2.71) earnings per share for the current year.

Otras para corto, además de CRBP, por si quieres echarles un vistazo: PTCT y AERI.

Volver a trabajar juntas, mola :-*

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#97279

Re: Farmas USA

DVAX

Opino igual, no creo que los motivos sean suficientes para semejante caída. Se puede esperar y verla, pero corres el risgo de comprar tarde.
Es probable que entre está tarde dependiendo de como habrá.

#97280

Re: Farmas USA

DVAX

Entrando largo 4,15 en modo kamikaze.

«Después de nada, o después de todo/ supe que todo no era más que nada.»